LPL Financial’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

LPL Financial’s Portfolio JPME Stock Details JPME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$32.5M	Buy	261,929 +11,153	+4%	+$1.35M	0.01%	1264
2026 Q1	$28.7M	Buy	250,776 +5,994	+2%	+$689K	0.01%	1232
2025 Q4	$26.6M	Buy	244,782 +17,682	+8%	+$1.91M	0.01%	1223
2025 Q3	$24.6M	Sell	227,100 -2,972	-1%	-$317K	0.01%	1234
2025 Q2	$23.9M	Buy	230,072 +7,781	+4%	+$776K	0.01%	1139
2025 Q1	$22.4M	Sell	222,291 -7,759	-3%	-$802K	0.01%	1087
2024 Q4	$23.6M	Buy	230,050 +14,753	+7%	+$1.56M	0.01%	996
2024 Q3	$22.6M	Buy	215,297 +3,053	+1%	+$305K	0.01%	988
2024 Q2	$20.2M	Sell	212,244 -33,749	-14%	-$3.24M	0.01%	970
2024 Q1	$24.4M	Sell	245,993 -20,271	-8%	-$1.89M	0.01%	856
2023 Q4	$24.5M	Buy	266,264 +32,065	+14%	+$2.74M	0.01%	791
2023 Q3	$19.6M	Buy	234,199 +21,491	+10%	+$1.89M	0.01%	810
2023 Q2	$18.8M	Sell	212,708 -305	-0.1%	-$26K	0.01%	821
2023 Q1	$18.3M	Buy	213,013 +15,843	+8%	+$1.37M	0.01%	791
2022 Q4	$16.6M	Buy	197,170 +89,858	+84%	+$7.52M	0.01%	784
2022 Q3	$8.2M	Buy	107,312 +53,891	+101%	+$4.57M	0.01%	1066
2022 Q2	$4.31M	Buy	53,421 +12,242	+30%	+$1.08M	﹤0.01%	1502
2022 Q1	$3.85M	Buy	41,179 +5,607	+16%	+$512K	﹤0.01%	1597
2021 Q4	$3.39M	Buy	35,572 +1,787	+5%	+$165K	﹤0.01%	1707
2021 Q3	$2.95M	Buy	33,785 +4,381	+15%	+$391K	﹤0.01%	1757
2021 Q2	$2.58M	Buy	29,404 +267	+0.9%	+$23.2K	﹤0.01%	1777
2021 Q1	$2.41M	Sell	29,137 -478	-2%	-$38K	﹤0.01%	1711
2020 Q4	$2.23M	Buy	29,615 +151	+0.5%	+$10.6K	﹤0.01%	1608
2020 Q3	$1.89M	Buy	29,464 +45	+0.2%	+$2.88K	﹤0.01%	1495
2020 Q2	$1.78M	Buy	29,419 +13,248	+82%	+$759K	﹤0.01%	1417
2020 Q1	$806K	Buy	16,171 +12,238	+311%	+$785K	﹤0.01%	1762
2019 Q4	$278K	Sell	3,933 -168	-4%	-$11.4K	﹤0.01%	2843
2019 Q3	$274K	Sell	4,101 -103	-2%	-$6.82K	﹤0.01%	2753
2019 Q2	$279K	Sell	4,204 -3,124	-43%	-$205K	﹤0.01%	2756
2019 Q1	$477K	Sell	7,328 -4,878	-40%	-$307K	﹤0.01%	2263
2018 Q4	$697K	Sell	12,206 -26,590	-69%	-$1.65M	﹤0.01%	1781
2018 Q3	$2.61M	Buy	38,796 +4,709	+14%	+$315K	0.01%	1016
2018 Q2	$2.21M	Buy	34,087 +4,243	+14%	+$273K	0.01%	1079
2018 Q1	$1.9M	Buy	29,844 +25,744	+628%	+$1.66M	0.01%	1145
2017 Q4	$261K	Sell	4,100 -437	-10%	-$27.4K	﹤0.01%	2618
2017 Q3	$276K	Buy	+4,537	New	+$270K	﹤0.01%	2433

Other funds holding JPME

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

LPL Financial's JPME Position: Q2 2026 in Review

LPL Financial increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 4.4% in Q2 2026, buying an estimated $1.35M and bringing the position to 261,929 shares worth $32.5M. The position accounts for 0.01% of the portfolio, ranked #1264.

LPL Financial first reported a position in JPME in Q3 2017 and has held it in 36 quarters since. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

LPL Financial held 261,929 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $32.5M as of Q2 2026.
LPL Financial bought 11,153 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $1.35M.
JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1264 holding.
LPL Financial first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q3 2017 and has held it in 36 quarters since.
107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.